tanmoyrock

Hi Jack, I understand what you are suggesting. I have made a role with no view / no update access. But still the menu & hyperlink is visible to them, & they can view the entries under the modules. I have attached both the screenshot of menu item & inside items (both of them have no access for viewing/ deleting/ updating as per the role is concerned).

Hi, even I'm also looking for this. If I create any new relationship of items B,C,D with A. Then If I go to A, I can find the related B,C,D ,But in the other way of I go to B/C/D I cant see others except A, How can I make these work together?

Hi community members, I'm looking for some solution to integrate Project & Accounting tasks in my x2crm. Can anybody shed some light or related things people had implemented?

Thanks for the reply Jack. But How can I hide a specific module from a user group. Say I have 05 board members, who can see all modules : contact, accounts etc, but ten again apart from these 05 members there are 20 members, who are not part of board. I dont want to show them all the modules. How to hide the modules from them?

Hi, I want to create a role for some particular users who are out side of my organization, but their inputs are required for my organization, so I need to hide some inputs, menus etc. 1. Hide some modules, Only the allowed modules should be visible to them 2. Contacts - They should be able to create new contacts, but existing contacts ( which are not assigned to them) should not be visible. 3. In some modules, some fields should be public, some fields I want to be hidden from them. With the help of role, group etc How can I create such a user profile? Anybody if guid

Hi one more query related to this? where can i get a full list of this variables? 🙂

Hi everyone, Its a query that I was looking for since long, but couldnot find any solution. I have created a workflow for Actions - overdue items reminder via mail. "Hi, The following action: <Name /Subject of the action item> is pending from your end. Please view & close the action item <URL of the action>. Please log in & complete the action." This item can be linked to any module instead of action, say for Contacts - Name of the contact & Url of the contact. Please guide me how to add this to my email custom template, what will be the dynamic var

Okay, so I had downgraded to the last stable update of X2CRM & imported all data from this instance, Now they are working fine. Thanks for all the helps🙂

Hi Right now this link is giving "Not Found". Can you reshare the new list?? Very much required.

Hi Jack, these wp files are from wordpress directory. I'm using Wordpress & X2 sidebyside. In ROOT wordpress, in ROOT/crm X2..

Hi Jack, thanks for your reply. Yes I have deleted the file. Still, I'm getting the 500 error. I have attached the sc. Also find the stack trace Now. PHP warning in /home3/desin4sw/public_html/wp-content/themes/exploore/functions.php(24) #0 /home3/desin4sw/public_html/wp-content/themes/exploore/functions.php(24): array_keys() #1 /home3/desin4sw/public_html/wp-includes/class-wp-hook.php(287): post_exclude() #2 /home3/desin4sw/public_html/wp-includes/class-wp-hook.php(311): WP_Hook->apply_filters() #3 /home3/desin4sw/public_html/wp-includes/plugin.php(551): WP_Hook->do_

Hello, How can I use Auto generated service case No. for Service Module? Say I want all of the service No. will have this format: TP100XXX. Is it possible?

Hi, I'm using X2CRM V8.0, while trying to use the workflow/ create new workflow I'm getting error 500. Error Code: 500 Error Message: array_keys() expects parameter 1 to be array, null given The whole stack trace is like this: PHP warning in /home3/desin4sw/public_html/wp-content/themes/exploore/functions.php(24) #0 /home3/desin4sw/public_html/wp-content/themes/exploore/functions.php(24): array_keys() #1 /home3/desin4sw/public_html/wp-includes/class-wp-hook.php(287): post_exclude() #2 /home3/desin4sw/public_html/wp-includes/class-wp-hook.php(311): WP_Hook->apply_

Hello Team, I'm new here - facing a strange problem, after my upgrade to v8.0, when ever im importing data from old x2 crm, the items get misaligned with the header bar, but if i manually create them, its not becoming an issue, i cant figure out whats wrong with the import process. please help me.